Table of Contents
- Overview
- What's Covered
- How To Use Journey Creation Wizard
- Creating New Journey by copying Matching Playbooks
- Creating New Journey from scratch
- References
Overview
Sense’s Journey creation wizard is updated with new features to help you create journeys faster and easier. We’ve introduced Target audience and Lifecycle stage fields to ensure you are engaging with the people you want to be engaging with.
- Target audience: Shows the type of audience you want to target, i.e., candidates, internal employees, leads, candidate references, and Sense candidate lead.
- Lifecycle stage: Shows the lifecycle stage of the audience, i.e., interview, looking for work, applying/applied for work, etc. If none of the options matches your intention, then you can select ‘Not meeting any of the above options.
After selecting your target audience and lifecycle stage, your business goals will be selected automatically.
You can create new user journeys by either copying matching playbooks or starting from scratch.
Below is the table containing Target Audience & Lifecycle change and respective Business goals & Journey Audience Type.
NOTE: All existing journey’s Business goals and Journey Audience types are mapped to the new system according to the below table.
| I want to target (Target Audience) | Who are (Lifecycle Stage) | Business Goal | Primary Entity (Journey Audience Type) | Use cases |
| Candidates | Passive | Reactivate | Candidate |
Reach out to passive candidates Updating Information with database using Chatbot Newsletter |
| Candidates | Looking for Work | Hire | Candidate |
Checking if they are looking to work submit data related to Work |
| Candidates | Appying or applied for Work | Hire | Submittal |
Next steps before the Interview Vaccination Status Pre-screening chatbot Notification for a Submittal on a webinar Change of Source |
| Candidates | In Database with Incomplete Information | Enrich Database | Candidate | Applied Candidate but incomplete information |
| Candidates | Interviewing | Hire | Interview | Reminder for Interview and Survey Question confirming participation |
| Candidates | Placed | Retain | Placement |
Onboarding Prepare for Redeployment Change AE to the unassigned user for specific status (Cleanup) Reminder to Upload Test Results Engagement Email - Birthday, Payroll, Thanksgiving |
| Candidates | Approaching End of Assignment | Redeploy | Placement |
Survey and Prepare Resume New Deployment Enquiry |
| Candidates | Not Meeting Any of the Above Options | Other | Candidate | Send Greetings, Birthday or Anniversary Wishes |
| Internal Employees | Job Order Owners | Hire | Job Order | |
| Internal Employees | Candidate Owners | Hire | Candidate | |
| Internal Employees | Placement Owners | Hire | Placement | |
| Internal Employees | Managing Interviews | Hire | Interview | |
| Internal Employees | New Joiners | Retain | Internal Employee |
Login Access Employment Policy Details Message from CEO Perks + Benefits |
| Internal Employees | Current Employees | Retain | Internal Employee |
Internal Product Launch Holiday Announcement Time Sheet Reminder Periodic Survey |
| Internal Employees | Serving Notice or Resigned | Retain | Internal Employee |
Assign new AE Deactivate credentials |
| Internal Employees | Not Meeting Any of the Above Options | Other | Internal Employee | |
| Leads | Interested in our Services | Nurture | Lead |
Activate Your Inactive Clients Industry Hiring Boost Your Brand |
| Leads | Sales Qualified Leads | Convert | Lead | 4 Touch Email Drip Campaign |
| Leads | Signed up with us | Activate | Lead |
Recruiter and Marketer Survey Contractor Rating Client Check-in Exit Survey + NPS |
| Leads | Inactive | Activate | Lead |
Recruiter and Marketer Survey Contractor Rating Client Check-in Exit Survey + NPS |
| Leads | Not Meeting Any of the Above Options | Other | Lead | Referral Request |
| Contacts | Using our Services for Job Orders | Retain | Job Order |
Database Cleanup Plus Internal Notificaition Update COVID Vaccination Required Field on JO |
| Contacts | Not Meeting Any of the Above Options | Other | Contact | |
| Candidate References | Part of our Database | Other | ||
| Candidates | Associated with any required or desired certification | Certification | Certification | |
| Internal Employees | Hiring for a Job Requiring a Specific Certification | Certification | Certification | |
| Candidates | Meeting Required Educational Qualification | Candidate Qualification | Candidate Qualification | |
| Contacts | Related to an Opportunity Record | Opportunity | Opportunity | |
| Internal Employees | Related to an Opportunity Record | Opportunity | Opportunity | |
| Leads | Related to an Opportunity Record | Opportunity | Opportunity | |
| Candidates | Part of a Talent Stage | Candidate Stage | Candidate Stage | |
| Internal Employees | Part of a Talent Stage | Candidate Stage | Candidate Stage | |
| Candidates | Part of a Talent Pipeline | Candidate Pipeline | Candidate Pipeline | |
| Internal Employees | Part of a Talent Pipeline | Candidate Pipeline | Candidate Pipeline | |
| Candidates | Associated with a Billing Record | Billing Record | Billing Record | |
| Internal Employees | Associated with a Billing Record | Billing Record | Billing Record | |
| Contacts | Associated with a Billing Record | Billing Record | Billing Record | |
| Candidates | Associated with Hiring Activity | Activity | Activity | |
| Internal Employees | Associated with Hiring Activity | Activity | Activity | |
| Contacts | Associated with Hiring Activity | Activity | Activity | |
| Candidates | For a Placement Certification | Placement Certification | Placement Certification | |
| Internal Employees | For a Placement Certification | Placement Certification | Placement Certification | |
| Candidates | For an Onboarding Workflow | Workflow | Workflow |
What’s covered
- A new experience to create your Journeys faster.
- Ability to select matching journeys according to your Target Audience and Lifecycle stage.
- Ability to build an audience from scratch or using an existing list.
- Ability to create lists that can be pulled as an audience to the Journey.
How to use the new Journey creation wizard
[1] Navigate to Journey Section and click on Create New Journey.
[2] Click on “Select the target audience” and select your audience from the available options. Then click on “Select a lifecycle change” and select from the options available.
[3] Based on the target audience and lifecycle stage chosen, the Business goal will be selected automatically. Then, fill out the name of the Journey.
There are two options to create the journeys:
[A] By copying matching playbooks or journeys
[B] Create from scratch
[A] By copying matching playbooks or journeys
Here, you can see the existing playbooks and matching journeys that fit based on your Target audience and Lifecycle stage.
Matching playbooks/journeys (which are already available in your system) will be automatically suggested, according to your selection. You can select from any of the suggestions available.
[1] Select the matching journey of your choice and click on Save and continue.
[2] You will be redirected to create your audience. You can create your audience from the scratch or can use the existing list from the Audience Builder.
Reference: To create your audience, please refer to the complete article, "Audience Builder 2.0".
[B] Create from scratch
Here, If you don't find the matching journeys in your playbooks, then you can use the 'Create from scratch' option to create your new journey.
[1] Select the 'Create from scratch' option and click on 'Save and continue'.
[2] You will be redirected to create your audience. You can create your audience from the scratch or can use the existing list from the Audience Builder.
Reference: To create your audience, please refer to the complete article,"Audience Builder 2.0”.
References:
- For Audience Creation, please refer to the complete article, "Audience Builder 2.0".
- To create and manage your audience list from the 'People' Tab, please refer to the complete article "How To Use a List".
- For Journey Branding, please refer to the complete article, "How To Use Journey Branding".
- For Frequently Asked Questions, please refer to the complete article "Journey Creation Wizard - FAQs".